We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
776
Confluence Wealth Services
Pennsylvania
$3.44M +$160K +451 +4%
DM
777
Diversified Management
Wisconsin
$3.38M +$3.76M +10,612 New
SAM
778
Securian Asset Management
Minnesota
$3.36M -$2.92M -8,240 -44%
ISWM
779
Independent Solutions Wealth Management
New York
$3.36M -$179K -506 -5%
NL
780
NVWM LLC
Pennsylvania
$3.36M -$17K -48 -0.5%
PTCG
781
Pring Turner Capital Group
California
$3.35M +$10.6K +30 +0.3%
JC
782
JB Capital
Connecticut
$3.34M -$365K -1,031 -9%
MSA
783
MUFG Securities Americas
New York
$3.33M -$12K -34 -0.3%
CCG
784
Cypress Capital Group
Florida
$3.32M +$12.8K +36 +0.3%
CWMK
785
Caliber Wealth Management (Kansas)
Kansas
$3.32M -$153K -433 -4%
OSNBOA
786
Old Second National Bank of Aurora
Illinois
$3.31M +$62.4K +176 +2%
BHA
787
Beech Hill Advisors
New York
$3.31M -$318K -896 -8%
MFS
788
Mattson Financial Services
Michigan
$3.31M +$210K +592 +6%
BP
789
Ballentine Partners
Massachusetts
$3.29M -$146K -411 -4%
KRSITF
790
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.28M
SI
791
Symmetry Investments
Jersey
$3.25M +$3.62M +10,201 New
FCP
792
Fidelis Capital Partners
Florida
$3.24M +$47.5K +134 +1%
SFO
793
Stokes Family Office
Louisiana
$3.23M +$751K +2,119 +26%
NAAA
794
New Age Alpha Advisors
New York
$3.19M +$1.77M +5,000 +100%
HWA
795
Heritage Wealth Advisors
Virginia
$3.18M +$3.49M +9,860 +7,358%
MMA
796
Miracle Mile Advisors
California
$3.18M +$301K +849 +9%
TCWA
797
Turtle Creek Wealth Advisors
Texas
$3.18M +$364K +1,027 +11%
PHS
798
Pekin Hardy Strauss
Illinois
$3.17M -$27.6K -78 -0.8%
FNA
799
First National Advisers
Nebraska
$3.17M -$118K -333 -3%
QIM
800
Quantitative Investment Management
Virginia
$3.15M +$1.1M +3,098 +46%